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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,979 | $172,111+30.1% | $150,298+49.0% | $137,256+63.2% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 13.31% | 69.37%-56.1pp | 62.79%-49.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,666 | $4,636-64.1% | $4,154-59.9% | $4,156-59.9% |
| Participant deferral / active EE | $3,332 | $6,166-46.0% | $5,453-38.9% | $6,407-48.0% |
| Admin fee / account holder | $35,554 | $16,471+115.9% | $14,116+151.9% | $12,270+189.8% |